Globus Spirits Ltd

🚀 Globus Spirits Ltd: Expansion Plans & Strong Growth Trajectory

- Standalone revenue for H1 FY26: ₹1,360 crores (+6% YoY).

- EBITDA for H1 FY26: ₹123 crores (+47% YoY), margins at 9%.

- Prestige & Above (P&A) category revenue surged 55% YoY to ₹80 crores in H1 FY26.

- P&A now contributes over 15% of total consumer revenues (up from <5% in H1 FY23).

- Regular & Others category revenue grew 5% YoY to ₹444 crores, with 17% EBITDA margins.

- UP distillery to start operations in Q3 FY26, boosting future capacity.

- P&A expansion planned from 10 to 17 states, including CSD (Canteen Stores Department).

- FY29 target: ₹2,200+ crores in consumer revenue with 17%+ margins (25% from P&A).

- New product launches: DOAAB Expression 02 & luxury Terai Vodka.

- Manufacturing margins improved to ₹5.4/litre (vs. ₹2/litre in H1 FY21).

- Delhi excise policy amendment by April 2026 may unlock premium segment opportunities.

- Exploring Tequila category; Carib Beer expansion planned beyond UP.